Meet Jim Munchbach: The CFP® Professional Behind SaltyAdvisors.com
Jim Munchbach is a Certified Financial Planner™ Professional with over 20 years of experience in the financial industry. He is the author of two books: What Matters Most and Make Your Money Count.
Jim began his career as a State Farm agent in the Houston area and became the first and only State Farm agent in the area to become a CFP® Professional. He then went on to gain experience managing investments, including private equity, at Morgan Stanley in the Wealth Management department.
After Wall Street, Jim worked for Avidian Wealth, a Houston-based RIA with over $1,000,000,000 in assets under management, as well as serving as Director of Financial Planning at Arkos in Houston with Jeff Thomas and team, and Director of Wealth Management at Tremont Street Advisors. Jim eventually founded BayRock Financial, where he currently serves as CEO and Director of Wealth Management.
Jim’s passion for training Christian Financial Advisors led him to launch SaltyAdvisors.com, where he shares his expertise and experience in the financial industry.
